知情人士：中信可能入股華信

Citic, China’s state-owned finance-to-infrastructure conglomerate, is in talks to take a stake in energy group CEFC following the detention of its chairman Ye Jianming, according to people familiar with the discussions.

知情人士透露，業(yè)務(wù)涵蓋金融和基礎(chǔ)設(shè)施的中國(guó)國(guó)有企業(yè)集團(tuán)中信(CITIC)正在談判入股中國(guó)華信(CEFC)，后者是一家能源集團(tuán)，其董事長(zhǎng)葉簡(jiǎn)明最近被帶走。

The talks were still preliminary, they said, and complicated by CEFC’s existing plan to buy 14 per cent of Rosneft, the Russian oil company, from commodity trader Glencore and the Qatar Investment Authority for $9bn.

這些人士稱(chēng)，談判仍處于初步階段，而且被中國(guó)華信的原有計(jì)劃搞得復(fù)雜化——該公司擬斥資90億美元，從大宗商品交易商嘉能可(Glencore)和卡塔爾投資局(Qatar Investment Authority)手中買(mǎi)下俄羅斯石油公司(Rosneft) 14%股份。

Executives at Citic and other Chinese companies with significant overseas business are wary of US sanctions against prominent Russians including Rosneft’s owner Igor Sechin, a close ally of Vladimir Putin.

在中信和其他在海外有可觀業(yè)務(wù)的中國(guó)公司，高管們小心翼翼，不敢違反美國(guó)對(duì)俄羅斯權(quán)貴人士的制裁。身為弗拉基米爾•普京(Vladimir Putin)親密盟友的俄羅斯石油公司老板伊戈?duì)?bull;謝欽(Igor Sechin)，就在美方的制裁名單上。

Ivan Glasenberg, the Glencore chief executive, on Tuesday sought to reassure investors that the Rosneft deal was still alive. Speaking at a Financial Times conference, he said it had been approved by the National Development and Reform Commission, China’s top planning body.

嘉能可首席執(zhí)行官伊凡•格拉森伯格(Ivan Glasenberg)周二尋求讓投資者放心：俄羅斯石油公司的交易仍在進(jìn)行中。他在英國(guó)《金融時(shí)報(bào)》主辦的一個(gè)會(huì)議上發(fā)言時(shí)表示，這筆交易已獲得中國(guó)最高規(guī)劃?rùn)C(jī)構(gòu)——國(guó)家發(fā)展和改革委員會(huì)(NDRC)的批準(zhǔn)。

Citic is not the first potential buyer to emerge for part of CEFC. Chinese state-owned asset manager Huarong has built up a 36 per cent stake in the CEFC subsidiary involved in the Rosneft purchase.

中信并不是第一個(gè)浮出水面的中國(guó)華信的潛在買(mǎi)家。國(guó)有的中國(guó)華融資產(chǎn)管理公司(China Huarong Asset Management)已經(jīng)買(mǎi)下了涉及俄羅斯石油公司交易的中國(guó)華信子公司36%股份。

On Monday, CEFC’s European arm pulled a request to the Czech national bank for approval to raise its stake in Prague-based financial company J&T to 50 per cent from 9.9 per cent. It said the decision had been taken “in view of the forthcoming change in shareholding structure”, without giving further detail.

周一，華信歐洲(CEFC Europe)撤回了向捷克央行提出的請(qǐng)求，即批準(zhǔn)其把在布拉格金融公司J&T所持股份從9.9%提高至50%。華信歐洲稱(chēng)，決定撤回請(qǐng)求的原因是“股權(quán)結(jié)構(gòu)即將發(fā)生變化”，但沒(méi)有提供進(jìn)一步細(xì)節(jié)。

CEFC Europe also said that Mr Ye, who has been detained in China, according to several people with knowledge of the situation, would relinquish his shareholding and management role.

華信歐洲還表示，葉簡(jiǎn)明將放棄他在該公司的持股和管理職位。根據(jù)幾位知情人士的說(shuō)法，葉簡(jiǎn)明已在中國(guó)被拘留。

CEFC suspended trading in shares of its Shanghai-listed unit on Tuesday for up to 10 days, pending a further announcement.

中國(guó)華信深圳上市公司的股票周一停牌，為期至多10天，等待進(jìn)一步公告。

Mr Ye's disappearance has raised questions about CEFC’s $9bn deal to buy a 14 per cent stake in Rosneft, with the executives at the selling companies and Russian banks involved in the deal still seeking information. Rosneft has previously said that the deal is a matter between CEFC and the sellers but two people familiar with developments in China said that Rosneft had authorised the stake sale and was now pressing for its completion.

葉簡(jiǎn)明下落不明令人懷疑中國(guó)華信90億美元收購(gòu)俄羅斯石油公司14%股份的交易還能不能完成。擬出售股份的公司以及參與該交易的俄羅斯銀行的高管仍在打聽(tīng)消息。俄羅斯石油公司此前表示，這筆交易是中國(guó)華信和賣(mài)家之間的事情，但兩位熟悉中國(guó)事態(tài)的人士表示，俄羅斯石油公司當(dāng)初拍板了這筆股權(quán)出售交易，現(xiàn)在正推動(dòng)各方完成交易。

Glencore was also eager to complete the sale, according to people briefed on the deal, which would leave it and the Qatari fund with small shares in the oil group.

據(jù)聽(tīng)取了相關(guān)簡(jiǎn)報(bào)的人士介紹，嘉能可也急于完成這筆交易。交易完成后，該公司和卡塔爾投資局將保留俄羅斯石油公司的小筆股份。

CEFC has built up energy and infrastructure assets in China, the Middle East and Europe, partly using loans and high-interest financing raised in China which has put it in the cross-hairs of Beijing’s crackdown on capital outflows that pose systemic financial risk.

中國(guó)華信在中國(guó)、中東和歐洲積累了能源和基礎(chǔ)設(shè)施資產(chǎn)，部分使用了在中國(guó)獲得的貸款和高息融資，這使其在北京方面打擊造成系統(tǒng)性金融風(fēng)險(xiǎn)的資本外流的努力中成為靶子。

China’s state-owned oil industry is cautious about Russian oil investments, according to local executives. “I don’t think the three big state oil companies in China will be so eager to step up,” said one senior Chinese oil industry executive, who is not directly involved in the deal.

據(jù)中國(guó)高管表示，中國(guó)國(guó)有石油業(yè)對(duì)投資于俄羅斯同行持謹(jǐn)慎態(tài)度。“我不認(rèn)為中國(guó)三大國(guó)有石油公司會(huì)急于站出來(lái)，”一位并未直接參與交易的中國(guó)石油業(yè)高管表示。

CEFC declined to comment.

中國(guó)華信拒絕置評(píng)。

Additional reporting by Sherry Fei Ju in Beijing, Don Weinland in Hong Kong and Henry Foy in Moscow 俱菲(Sherry Fei Ju)北京、唐•溫蘭(Don Weinland)香港和和亨利•福伊(Henry Foy)莫斯科補(bǔ)充報(bào)道